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The sum of a set of numbers added together and then divided by the total amount of numbers in that set.

This is the measurement of a fund’s performance in a specific period.

A means of calculating the potential future return on an investment.

Going public without the traditional IPO. Existing shares, straight onto the exchange, no new money raised.

The average annual return an investor sees over a set period of time.

A form of debt investment that carries higher risk because of the likelihood that the issuer will default.

An exchange-traded fund that is comprised of a set of stocks.

Bonds and stocks.

A security that is sold outside of an exchange.